ASPire Financial Services

This Vendor Page has not been approved by ASPire Financial Services,but the information provided should be useful to you.

ASPire Financial Services
- General Status

On 1/7/2010 403b ASP (401k ASP, DBA 403b ASP) became ASPire Financial Services.
Please note: If you wish to open an account at ASPire, please reference the Plan Number. If there is no plan number listed, please contact CCC for assistance.

ASPire Financial Services
Web Homepage

Product Information

Fee Information

Click the link(s) below for information on the fees associated with ASPire accounts:

403(b) Investment Options

ASPire offers the following type(s) of 403(b) investment option:

403(b)(7) Custodial Mutual Funds (No-Load)

403(b)(7) Custodial Mutual Funds (Load)

403(b)(7) Custodial Mutual Funds (Deferred Sales Charges)

End of List

Roth 403(b) Contribution Policy

ASPire accepts Roth 403(b) contributions as of January 1, 2006. However, in rare cases some vendors (e.g., Fidelity Investments) require electronic funds transfer (EFT) to accept Roth contributions, so some employers that allow Roth 403(b) Contributions will not remit Roth contributions to such vendors.

Marketing Information

Investment products of ASPire are marketed using the following approaches:

Helpful Employee Resources

ASPire provides a consumer education and planning center on its website. These vendor-provided websites have varying generic content, but often include videos, reports, and calculators to assist participants in their financial and life planning.

Active in Other CCC Employer 403(b) Plans

Vendor Page Maintainance

Vendors may manage their own CCC website pages via authorized logins available upon request. Vendors are invited to update their company and Employer-specific information (Plan or Group Number, Local Contacts, Product Information, Forms, etc.) regularly.

ASPire Financial Services
- Canby Status

This Vendor is an 'Exchange Only Vendor' in this District's 403(b) Plan.

ASPire Financial Services Plan Number

When contacting ASPire or its local contacts, have ready your Canby - ASPire Financial Services PLAN OR GROUP NUMBER: 10387

Canby EIN

When contacting ASPire or its local contacts, you may require the Canby EIN: 936000230

Canby Local Contacts

Some authorized investment companies have numerous financial representatives authorized to do business on their behalves. Others have no agents at all. The list below includes the most recent information available about the company's main avenue of contact as well as any local contacts for ASPire on Canby list of authorized vendors.

Request Additional Information from ASPire Financial Services

Contact ASPire directly if you have additional questions about ASPire products or services.

Information Sharing Agreement, If Applicable

ASPire Financial Services has signed an Umbrella Information Sharing Agreement with CCC and is eligible to receive Exchanges Within, Plan-to-Plan Transfers Into, or Rollover Contributions Into Canby 403(b) accounts. You may view that Signed Document here: Umbrella-ISA (pdf).

Employer Minimum Contribution

Canby
does not require any monthly minimum contribution, however some Vendors may require a minimum contribution amount (see below).